Client Intake Forms & Agreements A Andrew Kelly We offer the ability to build custom forms to gather info from clients before they come in for their appointment*. We'll ask the basics already –– first name, last name, phone number, and email (these ...
Can I add a form to package purchase? A Andrew Kelly Intake forms go hand in hand with appointment booking. The store check out page will ask a couple standard things of clients. If you wanted to change the wording on any of these questions you ...
Add a Scheduling Button into your Website A Andrew Kelly To embed a "Schedule Appointment" button on your website, go to Client's Scheduling Page > Scheduling Page Link and scroll to the bottom. Copy and paste the HTML embed code to your website and ...
Intake Forms - How To Make a Dropdown or Checkbox List of Street Addresses A Andrew Kelly Say you have a list of locations in standard street address form you want to to turn into a list that your clients choose from. To do this, you'll need to use ...
Rearranging calendars, appointment categories, appointment add-ons and appointment types A Andrew Kelly When calendars, appointment categories and appointment add-ons appear in a list, they appear in alphabetical order by default. But you can put ...